Podcasts by Accountant
Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
Further podcasts by Brannon Poe
Podcast on the topic Wirtschaft
All episodes
Mastering CPA firm acquisitions from a 2 time buyer - Podcast with Andrea MacDonald from 2023-11-02T11:00
We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant's Flight Plan Podcast. In addition to her wealth of expertise i...
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How the Accounting Industry is Evolving and How You Can Join the Change - Podcast with Jason Blumer from 2023-10-17T12:00
On this episode, I chat with Jason Blumer, one of the Top 100 Most Influential People in Accounting (Accounting Today) about the current state of the accounting industry. Jason is the founder o...
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Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine Carter from 2023-10-04T12:00
If you are ready to learn the mindset shift needed to start thinking about scaling challenges creatively, this is a great episode. Geraldine Carter, coach to single-owner CPAs, joins me on this...
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Selling your CPA firm to a non-CPA Buyer - Podcast with Patrick Dichter, 3-time firm owner who has tripled a firm’s revenue with a non-CPA background from 2023-09-13T13:00
Are you a firm owner who is considering selling your practice? Or are you a potential buyer that’s looking to acquire your first business? Then you do not want to miss the opportunity to learn...
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How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates from 2023-09-05T11:00
Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff! ...
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Hiring a CPA- Podcast with Accountests’ Giles Pearson from 2023-08-23T12:00
On this episode of Accountant’s Flight Plan, We interviewed Giles Pearson, former partner of PWC & co-founder of Accountests. Giles shares how Accountests was developed as a solution to a g...
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Leadership and Practice Management - Podcast with Randy Crabtree from 2023-08-09T13:00
Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discusses the impacts of burnout and how to avoid it! Randy has experienced both the highs and lows...
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Leadership and Practice Management - Podcast with Randy Crabtree from 2023-08-09T13:00
Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discusses the impacts of burnout and how to avoid it! Randy has experienced both the highs and lows...
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Accounting Practice Management Insights- Podcast with Roger Knecht from 2023-06-15T11:00
This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discussing insights from his post secondary course for accounting professionals, Universal Account...
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Solutions For Staffing Your CPA Firm with Susan Bryant from 2022-10-18T12:00
Susan Bryant, recognized as one of the Top 50 Women in Accounting (Ignition 2021) and firm owner of from 2019-12-02T13:00 Listen
Generational Differences with Anna Liotta (podcast) from 2019-11-04T15:00
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Transitioning to the Cloud with Tate Henshaw from 2019-10-01T12:00
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Making Processes with Blake Oliver - Podcast from 2019-08-26T15:00
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Buying a CPA Practice and then growing it - with Jason Ding from 2019-07-29T14:00
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Why CPAs should switch to Value Pricing - with Ron Baker from 2019-06-21T12:00
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Work-Life Balance - with Amy Vetter from 2019-05-24T15:00
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Lending insights for Accounting and Tax Professionals - with Shannon Hay from 2019-05-01T09:00
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Top Three Issues Facing Accounting Firms today - with Rita Keller from 2019-04-03T09:00
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Building a Cloud-Based Accounting Firm - with Ryan Lazanis from 2019-02-14T00:00
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Accounting&Blockchain - with Peter Jamack from 2018-12-27T17:00
Blockchain Technology has the potential to make a big impact in the financial industry. Find out the major concepts behind how it works and get a better understanding of it's possible uses....
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Referral Selling with Joanne Black from 2018-11-05T00:00
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The Future of Accounting - with Danetha Doe from 2018-09-25T00:00
Danetha Doe is the creator of Money & Mimosas and host of the Future of Accounting podcast. Named a millennial thought leader by the Hong Kong Institute of CPA's and a next-generation acco...
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A conversation with the founder of Jetpack Workflow, David Cristello from 2018-06-26T00:00
Learn how David decided to focus on workflow, a particular pain point for most accounting owners.
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How Good Legal Contracts Impact Your Business from 2018-05-22T00:00
Chris Sloan's philosophy on law is very much aligned with Poe Group Advisors' experience in helping clients with the purchase and sale of CPA firms. Learn how a concise contract can save...
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Buying a CPA Practice and Growing it from 2018-02-07T00:00
A conversation between Brannon Poe and Drew Keasler about Drew’s purchase of a CPA practice and subsequent growth.
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Mentorship and Training with Penny Fair from 2017-06-09T00:00
Penny Fair co-founded Ashgrove Learning to help accountants in public practice in Canada with practice management and professional development. She and Brannon discuss a wide range of topics inclu...
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Getting Ready for Tax Season with Ed Mendlowitz from 2015-11-17T00:00
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Accountants Working Together with Allen Sloan from 2015-10-21T00:00
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Marketing for Accountants with Matt Wilkinson of Bizink from 2015-09-17T00:00
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Accounting Mastermind Group from 2014-07-09T00:00
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A Social Media Conversation with Bill Sheridan from 2013-09-10T00:00
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An Afternoon with Ric Payne - On Strategy from 2013-04-23T00:00
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An Afternoon with Ric Payne - Why Principa? from 2013-04-19T00:00
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An Afternoon with Ric Payne - Fun, Value Creation, Profit from 2013-04-18T00:00
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An Afternoon with Ric Payne - Making a difference from 2013-04-18T00:00
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An Afternoon with Ric Payne - Making a difference from 2013-04-18T00:00
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An Afternoon with Ric Payne - Increased Specialization from 2013-04-18T00:00
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